Skill Types Overview Copied!
Every agent you build in Transform is a sequence of Skill Blocks. Each Skill Block does one specific job, and each step in your agent is built from one: you pick a Skill Block from the Skill Library, give it instructions, and its output becomes the input for the step that follows. Chaining the right skills together is most of what building an agent is.
This article is a quick tour of every skill in the library and when to reach for each. Skills marked Beta are newer and still being refined, so you may not see all of them in your Skill Library yet.
Data Skills Copied!
Transform Data Copied!
The core skill for shaping your data. You describe what you want done with your files, and the Builder converts those instructions into a fixed script that structures and combines them into a final format using native Excel functionality. The same script runs every time, so the same inputs produce the same output run after run. Covered in depth in the Transform Data article.
Process DataBETA Copied!
Built for larger files that would run into limits in Transform Data. It processes big files quickly, though it keeps your values and drops Excel formatting and formulas along the way. The Process Data article covers how to decide between the two.
Query Data Copied!
Pulls data into your agent with a custom query. Instead of you uploading a file at run time, the step fetches the data it needs itself, which is handy for runs you want to kick off without gathering files first. Setup is covered in the Query Data article.
PDF ProcessorBETA Copied!
Uses AI to extract data from PDFs. You define the fields you want pulled, and the skill turns a set of PDFs, like invoices or bank statements, into tabular data your next step can work with. Because AI does the extracting, the run pauses so you can review the output before it moves on. See the PDF Processor article for details.
Journal Entries Copied!
These skills connect your agent to FloQast's Journal Entry Management tool.
Load JE Template Copied!
Fetches a saved journal entry template from FloQast's Journal Entry Management tool, so a later step can fill it in with your run's data. Putting it early in the agent means your output lands in the exact format your JE process already expects.
Post JE Copied!
Sends the finished entry on its way: your agent can post journal entries directly to your ERP via FloQast's Journal Entry Management tool. It's typically the last step in a JE workflow, and it pairs naturally with Human Review so a person approves the entry before it posts.
Reconciliation Skills Copied!
These skills connect your agent to reconciliations in FloQast Close.
Upload File to FolderBETA Copied!
Uploads a file from your run directly to a FloQast reconciliation folder. Your agent's output lands where your rec work already happens, instead of sitting in a download waiting for someone to move it.
Import to AI Matching Copied!
Imports transactions from your Transform workflow into AI Matching for reconciliation, so data your agent has prepared flows straight into matching without a manual export and re-import. Covered in the Import to AI Matching article.
Reconciliation SignoffBETA Copied!
Signs off a Reconciliation Item as part of the run. Once the work upstream is done, the agent can close the loop on the rec itself.
Checklist Skills Copied!
These skills connect your agent to your checklist in FloQast Close.
Upload File to Checklist ItemBETA Copied!
Uploads supporting evidence from your run to specific checklist items, attaching the agent's output right where reviewers expect to find it.
Checklist SignoffBETA Copied!
Signs off on a Checklist Item as part of a run.
Control the Run Copied!
Human Review Copied!
Pauses the agent for human approval. The run stops at the review step and waits until a reviewer approves before continuing, which is how you keep a person in the loop before anything consequential happens, like posting a journal entry. Covered in the Review Procedures article.
Not sure which skill fits your workflow? Your FDA can help you map a process to the right sequence of Skill Blocks.